Carson Wealth (CWM LLC)
ALKT icon

Carson Wealth (CWM LLC)’s Alkami Technology ALKT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALKT Stock Details ALKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.4K Buy
3,090
+1,148
+59% +$21.1K ﹤0.01% 3837
2025
Q4 		$45K Buy
1,942
+959
+98% +$21.2K ﹤0.01% 3673
2025
Q3 		$24K Buy
983
+41
+4% +$1.05K ﹤0.01% 4004
2025
Q2 		$28K Buy
942
+601
+176% +$16.7K ﹤0.01% 3683
2025
Q1 		$9K Sell
341
-413
-55% -$13K ﹤0.01% 4132
2024
Q4 		$28K Buy
754
+93
+14% +$3.47K ﹤0.01% 3212
2024
Q3 		$21K Buy
661
+560
+554% +$17.7K ﹤0.01% 3309
2024
Q2 		$3K Buy
101
+92
+1,022% +$2.38K ﹤0.01% 4026
2024
Q1 		$0 Buy
+9
New +$221 ﹤0.01% 4285

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GA
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NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return